Strategic Succession Planning via Interim CFO

A critical aspect of strategic planning for privately-owned businesses is succession planning. Cendrowski Corporate Advisors professionals foster client relationships, from how and when to transfer ownership, to determining the most efficient tax structure for the transaction, making the proper decisions is the best way to ensure the financial interests of the business owners are protected.

A few questions to consider: What will happen to the organization if the leaders or owners retire or die while in charge of the company? Is there a goal of keeping the company in the family? If so, when should the transition happen, and is everyone on board with the decision making? Is there a tax-efficient wealth transfer plan in place? Is there an interest in selling to the employees?

Our team assists corporate leaders in taking a proactive approach to strategic succession planning by cultivating solutions tailored to their needs. These conversations help bring clarity to the operation and allow for the thoughtful development of a succession plan.

ESOP Succession Planning

Our experienced interim CFOs work with business owners to help establish a succession plan that’s beneficial to them and their employees. In some cases, selling to an employee stock ownership plan (ESOP) may be the right solution. An ESOP protects the employment of valued workers while also allowing the business owner to maintain control.

Learn more about the benefits of Qualified Small Business Stock Planning/ESOPs as a tax planning strategy.

Client Success: Successful Transition Planning

Cendrowski Corporate Advisors created a tax-efficient transition plan for a multi-generational family company. Our team addressed both ownership and operations, transferring both to the next generation. Our knowledge and experience with Real Estate Investment Trusts or REITs played a significant role in the success of the transition.

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Knowing your company’s worth provides critical insight for making strategic decisions and charting the optimal path forward. However, accurately valuing a business requires in-depth financial analysis using proven approaches. While quick online calculators can generate ballpark figures, serious leaders turn to the main valuation methodologies accepted by the finance community. Mastering these techniques helps set […]

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Opportunities don’t happen, you create them. The same is true for well-informed business decisions.

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